Team and permissions

Users are added in Settings, tab Team.

• Each user signs in with their own e-mail address and password.
• The owner sets the first password of a new user when creating the account. No invitation e-mail is sent.
• An e-mail address can belong to only one account on the whole platform.
• The owner sees the whole panel. An employee sees only the tabs switched on for them. The Settings and Widget tabs are always available to owners only.

Permissions are set per person. The default set for new employees is defined once. Initially, a new employee gets Quotes, Orders, Help & guides and Referrals; Dashboard, Quoting rules, Calibration and Subscription are off. Changing the default does not affect existing accounts.

• An employee account can be deactivated (access is removed, the history of the employee's work remains) or removed entirely.
• Nobody can deactivate or remove their own account, and at least one active owner must remain.
• The owner can promote an employee to owner.
• The owner can set a new password for any user; that user is then signed out everywhere.
• Only owners can buy or change the plan and the number of seats.

Each user can change their own password and switch on two-step verification in their profile. With two-step verification on, every sign-in asks, after the password, for a one-time 6-digit code sent by e-mail and valid for 10 minutes. If a user loses access to their mailbox, the owner can switch off that user's two-step verification in Settings, tab Team („Turn off 2FA”).